Creative Planner


Are you tired of feeling tired and creatively uninspired?

Do you struggle sometimes to organise your tasks and find you end up doing nothing much at all?

What about finances? You find it a bit tricky keeping on top of that? (It can be a nightmare filing tax returns – but it doesn’t have to be anymore!)


Features of this Creative Planner include:


  • Finance Tracking
  • Client Management
  • Task Organisation

Can be accessed on Desktops, Laptops & Handheld Devices

Apps you can use to open the file on smartphones (android & apple):

Microsoft Excel

Free XLS Reader

Quick Office Pro

Check below for a more detailed description of this resource.




Product Description


As a self employed work-at-home creator, the days can easily start bleeding into one another – the amount of self discipline and organisation needed is insane. Before long I found myself eating breakfast at 2pm, working on projects for 10 hours straight with no breaks for food, water or air.

Completely started to take its toll on my productivity and quality of output, so I knew I had to change something. I had to get organised. I had to find a simple way to document things, keep track and stay in control of my life.

This Creative Planner has enabled me to do that; keep everything documented in one central space.

You can open the file on your device daily to keep track (I personally like to curate my week every Sunday evening) or you can print it out for use when you’re not able to access any devices.



This piece of Excel software is suitable for all creators wherever you are in the globe.

If you wish to change the currency of the planner, simply select the cell, right click on ‘format cell’ and change the currency to the one you want. (Let me know if you have any trouble with this!)


Included in this planner are the following features:


  • Client Management

A space to organise all the admin surrounding any client/projects – including contact details, project deadlines and invoice due dates.


  • Finance Report

A space to record all financial incomings and outgoing amounts and get all your finances in working order – making it heaps easier to fill out tax returns. Profit & Loss are automatically recorded as you insert financial data.


  • Creative Planner

This is a space for you to assign yourself tasks for the AM & PM on a weekly basis. Also a space for you to track your spending daily with profit & loss recorded in this section too.


I want this to be accessible for any and everybody – productivity is something we all struggle with from time to time. This planner will help to keep procrastinating Pete away, strike a work/life balance, get tasks completed and keep your finances in order at the same time.




*Please note, due to the nature of the product, refunds are not accepted. If you experience any issues whatsoever, e-mail me with any questions or queries at:



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